Compass Planning Associates Inc Vanguard Transaction History
Compass Planning Associates Inc
- $109 Billion
- Q3 2025
A detailed history of Compass Planning Associates Inc transactions in Vanguard stock. As of the latest transaction made, Compass Planning Associates Inc holds 75,224 shares of VGSH stock, worth $4.43 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
75,224
Previous 24,713
204.39%
Holding current value
$4.43 Million
Previous $1.45 Billion
204.75%
% of portfolio
4.06%
Previous 1.33%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
1,074Shares Held
285MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.21 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio